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Microsoft AppSource - Fin365 Financial Planning Software

FinPal Australia’s first FinTech solution certified for Microsoft AppSource

April 28, 2017

Company News, Microsoft Technologies, Press Release

April 28th, 2017 Australian financial planning software provider, FinPal, today announced its financial planning software solution is available on Microsoft AppSource. FinPal’s financial planning software…

Financial Planning Software leverages Microsoft Dynamics 365

October 12, 2016

Business Intelligence, Dynamics CRM, Software Integration

See how FinPal’s financial planning software will benefit from the upcoming release of Microsoft’s Dynamics 365

Business Intelligence for Financial Advisers

October 1, 2016

Business Intelligence, Measure Results, Power BI

While the concept of Business Intelligence (BI) has been around a long time in large organisations, it is a relatively new term for most small…

Create documents directly from Dynamics CRM by using Word and Excel templates

September 26, 2016

Document Generation, Dynamics CRM

The improved integration between Dynamics CRM 2016 & Word/Excel makes it easy to produce your own custom document templates and populate them with data from your…

Fin365 Updates & Industry News

< Back To All News & Updates

FinPal Australia’s first FinTech solution certified for Microsoft AppSource

Financial Planning Software leverages Microsoft Dynamics 365

Business Intelligence for Financial Advisers

Create documents directly from Dynamics CRM by using Word and Excel templates

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